SolveXia Process Automation -
Release Notes

SolveXia v4.0.6

This release contains enhancements to the interface aimed at improving the user experience, along with bug fixes. Here are the highlights:


  • With this release we are introducing a new Workflows tab in the Subscriber view. This is designed to make it faster and easier to see, organise and action all of your approvals in one place. In other words, all the approval emails that you receive will be listed as items on the new tab. We believe this feature will be a game changer for complex or high volume approval workflows.


  • Data step properties menu items are now ordered alphabetically in the Designer view.
  • We have removed a little inconvenience preventing Process Designers from changing case for a process name.
  • You can now name columns in your Managed Tables starting with numeric characters.
  • Run Generic Executable step previously would not work if the process was triggered using the SolveXia Public API. We have fixed that issue.

SolveXia v4.0.0

This version includes an important update to how we store files in SolveXia.


  • Files used within the system are no longer being stored in your company’s SQL database but are now stored in a secure data storage environment, also dedicated only to your company, that operates on Microsoft Azure Blob Storage.

SolveXia v3.0.6

This release includes fixes to minor bugs and enhancements to improve your SolveXia experience.


  • You can now define a custom process run description with the SolveXia Public API.
  • The SolveXia Public API now supports additional parameters for some APIs to allow filtering by dateCreated field.


  • The Connector Step “custom action” now supports a wider range of parameters for POST and PUT requests.
  • We have fixed “Map Values By Key” file instruction that used to have limits with the source range due to an old bug.
  • Some spelling mistakes slipped through cracks with our “Connector Step” release. We have cleaned them up.
  • We have corrected transparency issues with a date picker menu in Data Steps.

SolveXia v3.0.5

This release contains enhancements to the interface aimed at improving the user experience, along with security enhancements and bug fixes. Here are the highlights:


  • The list of users in the SolveXia Admin portal now has an option to hide Suspended users as well as the ability to export a user list as a CSV.
  • The list of runs in the Subscriber View will now show which user initiated each run.
  • When you create a user in the system, the user will automatically have access to your organisation’s Single Sign On(SSO) functionality - if SSO is available in your organisation.


  • We have updated the error message on folder creation that might have been confusing for some users.
  • We have improved the performance of the “Get files from the external system” step.
  • Process runs in the Designer View had no description. This is fixed now.

SolveXia v3.0.3

This release contains enhancements to the interface aimed at improving the user experience, along with security enhancements and bug fixes. Here are the highlights:


  • The Create Action Step dialog has a new “look and feel”. We have refreshed the layout and now enforce the naming of a new step as it is created. We hope this encourages better process design and enhances users’ ability to understand what is happening in processes created by other users.
  • The Files page in a process has two new information fields that show the last date a file was modified and which user last updated it.
  • To facilitate communication in these days of remote work, we have added a new optional field to the Add User dialog for mobile phone numbers.


  • You may have noticed that when you add a group in a process, it is added after the last group. We have fixed that so the group appears right after the one you used to create it.
  • The SQL Editor is now correctly executes “Declare” query statements.
  • We have fixed the “Find and Replace” file instruction validation algorithm to make it more robust for a wider range of “find” queries.
  • There was a very rare but irritating bug that led to broken links in some steps and processes. We have fixed this.
  • Due to some issues with a caching algorithm, newly created users could not sign in to the system immediately after creation. This no longer occurs.

SolveXia v3.0.0

We are delighted to announce that this update to the SolveXia platform includes some exciting new features that we have been working on over several months. Important: As part of this release, support for Internet Explorer 11 will be discontinued (learn more).


  • This release brings the new step type “Connector Step”. This step allows you to easily integrate data from your favourite apps and systems. We will be sharing more about the upcoming connectors in due course.
  • You will now be asked to provide a name for a new step immediately upon creation. This feature has been introduced to encourage better process design by ensuring steps always have meaningful names.
  • The Subscriber view has had a face lift, with a cleaner and more modern look and feel. We’ve redesigned the process build and process run pages to bring more emphasis on the results of the process run.
  • You can now preview data in Excel, CSV and PDF files directly with a couple of clicks within SolveXia before or without downloading them. The feature allows you to navigate through any worksheets in Excel files and preview tabular data.
  • We have changed how you toggle between edit and view mode in a data step.
  • Check out the new portal “SolveXia Account”. Here you can change your SolveXia profile data and password.


  • We’ve shipped a few user interface enhancements and bug fixes to make your experience building and running processes better than ever.
  • “Copy Group” now works faster thanks to some adjustments at the SolveXia backend.
  • The “Include Column Headings” setting in some instructions is renamed to “Skip column headings” to show more clearly what the setting does.
  • You might have noticed that when downloading the file the screen used to blink. We’ve fixed that slight annoyance.

SolveXia v2.4.8

This release contains some good user experience enhancements and bug fixes. Here are the highlights:


  • We’ve brought back a time-saver feature! If you create a file instruction, set it up and then realise you need to change the instruction type. Now when you change the type, you don’t lose items (configurations) that you had already set or selected prior to the type change. The configuration is preserved so you don’t have to relink files again.


  • We’ve updated the error messages in the SQL editor to make them more meaningful and informative.
  • We’ve introduced some stability fixes for the file upload functionality in the Public API to support the upload of large files.
  • SQL editor is even more secure now as we hardened the query execution functionality.

SolveXia v2.4.7

This release contains some minor security and bug fixes. Here are the highlights:


  • We have moved the way you select the “Run Excel Calc Model” step from the “Create Action Step” menu to more relevant category, namely via the “Manipulating Data” menu.
  • It is now possible to add a prefix to the process run name while creating it via the SolveXia Public API.
  • We’ve enhanced the error messages resulting from incorrect login attempts to make them both informative and more secure.

SolveXia v2.4.6

This release includes fixes to minor bugs to improve your SolveXia experience.


  • On very rare occasions, the “Publish cell value” instruction would return a “passed successfully” status when the step had actually failed. We’ve added an extra check to ensure this doesn’t happen.
  • We introduced support for more complex date types when running queries against managed tables to resolve an issue causing the “Select from Managed Table to Excel” instruction to fail.
  • We enhanced the error messages for action steps using Managed Tables to make it easier to identify the cause of a step failure.

SolveXia v2.4.5

A few fixes in the core engine, to make SolveXia even more stable, secure and reliable.

SolveXia v2.4.2

We are delighted to announce that this update to the SolveXia platform includes some exciting new features that we have been working on over several months.


  • The brand new SolveXia Public APIs start a new era of connectivity for our process automation platform. Now you can connect to the platform and work with your data in a more secure and easier way. To get started, check out the new SolveXia API Portal accessible from the user dropdown menu (accessed via your user name at the top right). Note that the old APIs will be deprecated with an end of life in September 2022.
  • Excel file instructions now have two new data range options: “To the bottom right” and “All available data” to allow for more flexible ways to dynamically extract data from worksheets.
  • The “Copy worksheet” instruction is now more user friendly and allows users to copy all worksheets from the source workbook as well as leave the target worksheet name optional.
  • We have also made the Link Data Step Property modal to remember the last data step you selected to facilitate faster linking and re-usability.
  • Links for “Email confirmation” and “Request file via email” forms now open in a new tab.


  • We have fixed a rare and random bug that was corrupting workbooks in ZIP files.
  • The "Copy Fixed Field File to Excel" instruction used to add blank columns to the file. It no longer does this.
  • There was an edge case scenario where some users could not upload files after working with the system for some time. We’ve found the reason and have fixed it.

SolveXia v2.3.3

This release includes fixes to some minor bugs to improve your SolveXia experience.


  • Deleted files now stay deleted. We fixed a rare issue that would very occasionally cause deleted files to reappear.
  • The “Unidentified System Error” that sometimes appeared on the Validate Cells Instruction have been resolved.
  • We have improved the UI to make it easier to clone step groups and managed tables.
  • The Mail Merge step has been improved to look more consistent compared to other action steps.
  • Renaming a step now immediately updates the step name wherever it appears on the page.

SolveXia v2.3.2

Thanks to a few fixes in the core engine, SolveXia is now more stable, secure and reliable.

SolveXia v2.3.1


  • A freshly updated interface to the Access & Permissions pages. Provides a better look and experience.
  • A new section in the SolveXia Admin View to hold your Organisation’s details. In time, we will add more settings there.
  • A new “Useremail” system variable to make your process building experience much smoother. This variable provides the email address of the user who is running the process.


  • Certain steps in scheduled process runs linked files from a parent process rather than from the process run itself. We’ve fixed it.
  • The step order in the Subscriber View is now correct when you have more than 10 steps.
  • Process designers with the Editor permissions for a process are now able to delete steps.

SolveXia v2.3.0

This update establishes a new and significant benchmark in the security and stability of the SolveXia application.


  • We’ve introduced a new way to run the “Run Generic Executable” step type in a more isolated and secure manner within the SolveXia system.


  • We’ve fixed some sneaky password validation bugs that could occur while users were trying to reset or change their old passwords. Now password policies are applied consistently across the system.
  • Previously, when users cloned or created a new data step property, it would appear at the end of the list and this was a little irritating. We’ve reworked this part to make experience with data steps smoother.
  • The SQL editor used to show phantom links to data step properties in queries. We’ve tidied up “the attic” to prevent this behaviour.
  • Some users experienced occasional random failures with a few rarely used step types. Thanks to a couple of“tweaks” in the back end of the system, these no longer occur.

SolveXia v2.2.0

This release brings some architectural changes at the back end to facilitate upcoming new features on our roadmap. Additionally, we’ve addressed a few issues in the Run Excel Calc Model step.


  • We’ve added an option to use extended support in the Copy from Excel to Table instruction. The switch allows to preserve values in a workbook calculated with the newest Excel functions.

SolveXia v2.1.2


  • We’ve added a new “Transpose” option to the Copy Cell Values instruction. Now you can rotate a range of data from rows to columns or vice versa, while copying it from one spreadsheet to another.
  • We have also made a few “tweaks” in the SolveXia engine which have improved the performance of the application.


  • We’ve implemented several security and stability fixes in the SolveXia Designer and Subscriber portals. Part of our ongoing work to make the application even better and more secure!

SolveXia v2.1.1

This release brings some awesome features and enhancements as well as stability and security improvements.


  • Our newest navigation panel in the Designer View is now rolled out. It lets you create processes, tables and reports in folders with a flick of a finger.
  • The new editor for the email body for all SolveXia email steps is out. It contains some great new features like text colours and hyperlinks.
  • If you work with long numbers in SolveXia data steps, you will find that your numbers now have commas for better readability.
  • We have improved the experience when choosing a process from the dropdown list in the Run Another Process step. We’ve added a search bar to it.
  • The updated Preview Manage Table window now shows a list of columns in the table.
  • Security is of the utmost importance to us. Always. The new SolveXia FTP steps obfuscate the username and password fields to protect sensitive information.


  • Tables in the SQL Editor and the Admin View portal were not ordered alphabetically. Now they are back to normal.
  • We’ve removed the default value in all data step properties as we realised that it is not used in the system. There is now greater transparency on the value used when you link your data step properties.
  • In the previous version, when you tried to delete the only existing group in your process, the Delete group modal would hang without showing any sign of life. It will now show an error message.
  • We’ve tinkered with the interfaces of some File Instructions to make them consistent across the system.
  • Some formatting rules could not be saved in the email body editor in email steps. This has now been fixed.
  • Our process run execution timeout rules did not take into consideration Email Confirmation and Request File Via Email steps that sometimes can take longer to complete. Now your process won’t be canceled if the waiting time is greater than the default timeout.
  • We have repaired some unexpected behaviour of the autoclean policy for your process runs. It is no longer defective.

SolveXia v2.0.10

This release brings some important updates to the user interface to improve the experience for process designers.


  • Step names can now be changed in the header of the step view (not just in the step groups).
  • Mail Merge has been enhanced. You can now include multiple email addresses in a single cell in your Excel model to send that email to multiple recipients.
  • We've improved the speed of the search feature when linking files and tables into an action step.
  • You can now see all of your process steps when configuring dependencies - simply click outside of the step dependency window.
  • The name of a data step property is now preserved when you change its data type.


  • Run numbers for cloned processes now start from number 1.
  • We've fixed code blocks in the email body editor.
  • Dropdowns in file instructions now have correct transparency and don't look unusual any more.
  • If you delete a Run Executable step, the files on that step are now deleted properly as well.
  • From now on filtering steps by files is more stable for files linked from other processes.

SolveXia v2.0.8

This version contains fixes for the process scheduling function, as well as minor UI changes and improvements.

SolveXia v2.0.7

In this release we've introduced a few style fixes and interface improvements to make your experience designing and running processes better.

Here are some highlights:


  • We've added a"Download" link to the menu for linked files in action steps to make it easier to get the file without opening it first.
  • We've added a "Forgot password" link to a "Change password" screen for those users who don't remember their passwords, and are asked to reset them.
  • We now allow the use of temporary tables in SQL queries.
  • We've changed the dropdown data step property interface in the Designer View to make it easy to work with the list of options.


  • Some users experienced problems changing their passwords from Subscriber View. We've fixed it.
  • We've made consistent validation rules for worksheet names in file instructions.
  • It was not possible to save the "Max run time" setting for the "Run another process step". We made it work.
  • It was possible to click multiple times on the Run button in Subscriber View, which unexpectedly produced several process runs. It does not happen any more.
  • We've applied some fixes to make the date picker value consistent across the system.
  • A long list of file instruction names was not possible to scroll through. We added a scroll bar to it.

SolveXia v2.0.6


  • There was a very sneaky bug with running processes that had special characters in data step names. You will not get odd messages when you start your processes any more.
  • Table storage amount in different places of the system showed conflicting numbers. It is now consistent across all parts of the system.
  • "Replace if exists" option in Copy Worksheet instruction did not seem to work. We've fixed it.
  • System variables now are showing consistent date values across all places in the system.
  • Some users could not see data in the dashboard widget "15 recent process runs". This is fixed now.
  • If the file upload is failed you can now upload the full error message to see what's wrong. This can be handy when it relates to network issues.

SolveXia v2.0.4


  • The application now loads 50% faster on Sign-in.
  • SolveXia Announcements widget now supports links.
  • We've updated styles for text block data step properties to make it look even better.
  • Now when you create a process-run with unsaved changes in steps we will save them for you automatically.


  • We've fixed the History link for Clear Table file instruction table links (some of our users could not navigate to history page).
  • Datetime data step property appeared with an additional 0 in the year when linked. We've removed it.
  • It is easier now to switch between processes and preserve opened steps.
  • Various fixes for the application to make it more stable in IE and Safari browsers.
  • Change title names in some instructions from SQL table to Managed table.
  • We've removed confusing settings for some file instructions to make it more clear how they are supposed to work.
  • Several fixes for reports and dashboards.
  • Primary key icon for columns view on managed tables screen is back. It was stolen by aliens.
  • Update syntax for run schedule feature to make it more user friendly.
  • Date picker now has the same settings across all components in the system.

SolveXia 2.0.0

What is fixed

  • Lots and lots of fixes to improve the application stability and reliability.

What is new

  • We finally say good bye to Silverlight. From this point forward nothing will stop you from using your favourite browser to work in SolveXia.
  • New and fresh redesigned interface of the Designer View. We're not fishing for compliments, but it looks really great ;)
  • Now every time you load SolveXia it will welcome you with the new dashboard.
  • SolveXia is now much more faster: we reduced the time it takes to load the application, folders processes, runs and even more.
  • You can now switch between processes and tables you're working on by using in-app tabs. Every process or table you open is opened as a separate in-app tab similar to browser tabs which gives a great flexibility to switch between them.
  • New permissions access system is now easier to understand and manage. You can assign Executor to the process and know for sure they won't be able to change it, but run.
  • User management moved from the old Designer View to the new SolveXia Admin View available for Client Admins.
  • Conditions in some instructions will do not only AND logic, but OR as well.
  • In order to create a process run you don't have to open a modal and tick the checkbox. Simply press the button.
  • Need to analyse your SQL query results? Here are some news! You can now export SQL editor preview results to csv.
  • We know it is hard to understand complex step dependency logic, and so we've added a preview to the Step Dependency editor to make it easier to read how process steps are going to run.
  • Want to know which steps in your process change a specific file or table? Good news! Now you can filter steps by file or table name to see which of them use it.
  • Instead of deleting column by column in some instructions, you can now specify the range you want to delete.
  • Data steps text block properties now support markdown, and that means you can link even gifs to it.
  • And something you have been waiting for quite a while; User Groups, to help you manage access to your resources in SolveXia with the snap of a finger.

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